Cheryl Carretta Whitney

Cheryl Carretta Whitney

CFP®, MS, BFA, CRPC®

Financial Advisor
Chartered Retirement Planning CounselorSM
Whitney & Associates
A financial advisory practice of Ameriprise Financial Services, LLC
  • Key tax considerations

    Tax strategies are an important part of any financial plan throughout the year, not just in April.

    Explore tax insights
  • How I work

    I take the time to understand what’s important to you and deliver personalized advice.
    Learn more
  • Proud to be recognized

    Ameriprise Client Experience Award winner. Read a letter from our CEO to clients about this honor

    Learn more

Background and qualification information is available at FINRA's BrokerCheck website.

Weathering volatility

Deciding the right next move in today’s markets can be a challenge. But the right financial advice can help you weather the unknown today and make more informed choices to reach your goals tomorrow. I am committed to understanding your goals and the changing markets and I’m here to provide personal financial advice based on your individual needs. I can help you avoid being distracted by short-term challenges and stay focused on making the right moves toward reaching your long-term goals. Contact me for a complimentary initial consultation to discuss your financial goals.

Learn more about how we can work together

Retirement discovery

Some questions about retirement are nearly universal. For example, will I have enough money to last my whole retirement? How will the ups and downs of the market impact my income after I retire? And what about inflation – will it eat up my retirement income?

If you’ve asked yourself these questions, it’s time for a visit to the Retirement InteractiveSM tool, where I encourage you to explore the “View Retirement Challenges”section. It will let you delve into important issues that could potentially affect your retirement income.

After you visit, contact me and we’ll talk about the things that concern you most – and solutions that could help you have a more confident retirement.

My videos

5 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)